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Privacy policy

Please complete this registration form in its entirety and we will send you an email confirming your IOOF adviser number

We will only register a financial adviser who:

  • holds a current Australian Financial Services (AFS) Licence; or
  • is a representative of a current AFS Licensee; and
  • agrees to comply with Section 9 of the Insurance in Superannuation Voluntary Code of Practice.

Product

Please select the appropriate product(s)

Your details

If you operate under a Corporate Authorised Representative structure, please enter the name of the CAR

Please enter the AFS licence number under which you are licenced to provide advice

Please note this email address will be used for all email correspondence from IOOF

This is your key IOOF contact from our Advisory Solutions Team. If unknown please enter "unknown"

Your support staff

Please provide the details of your main support staff if you would like them to receive important information

Declaration

By submitting this form:
  • I declare that I hold a current AFS Licence OR I am currently an authorised representative of an AFS Licensee
  • I agree to comply with Section 9 of the Insurance in Superannuation Voluntary Code of Practice
  • I understand that Insignia Financial may terminate my adviser number should it be inactive for a period of 12 months or more

Please note: We will use the contact details provided in this form to send product communications necessary to keep you up-to-date with product news. We may also send you promotional communications to which you may opt-out of by following the prompts to unsubscribe.

Your Privacy

We collect the above information to register you for our DDO reporting process, and will use this information as part of meeting our DDO obligations. Your personal information will be handled in accordance with our privacy policy.